Brooklynn
Willy
Texas Financial Advisory
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About this Advisor
Brooklynn Willy is a financial advisor based in San Antonio, Texas, working with Texas Financial Advisory. Brooklynn has previously held positions at Texas Financial Advisory, Fidelity Bank, Global Financial Private Capital, LLC, J.W. Cole Advisors, Inc, Queen B Advisors, LLC, Shmily Gifts From Above, 501(C)(3), Texas Tax Advisory, LLC, Texas Insurance Advisory, LLC, and Texas Estate Advisory, LLC. Brooklynn has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Brooklynn is part of Texas Financial Advisory, which operates out of San Antonio, Texas. The firm has 3 offices and 7 employees. The firm manages assets totaling $117.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Texas Financial Advisory includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Texas Financial Advisory Brokerage Details
$117,865,342
7
633
$186,201
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Brooklynn Willy Work History
Texas Tax Advisory, LLC
Texas Insurance Advisory, LLC
Texas Estate Advisory, LLC
Queen B Advisors, LLC
Shmily Gifts From Above, 501(C)(3)
Texas Financial Advisory
J.W. Cole Advisors, Inc
Fidelity Bank
Global Financial Private Capital, LLC
Disclosures
Please visit the SEC profile of Brooklynn Willy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Texas Financial Advisory
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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